Private Equity · Independent Sponsors · Self-Funded Searchers

Technology risk that erodes PE returns rarely surfaces in the data room.

It surfaces six months later — when the 100-day plan stalls, the cyber renewal comes back with an AI exclusion, or buy-side finds what sell-side missed.

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83%
Of failed deals attributed to undisclosed technical liabilities
9%
Of PE firms confident they could pass an independent AI governance audit
5.7%
Average valuation lift from sell-side vendor due diligence

Board-ready. Audit-grade. Litigation-resistant. On the owner's side of the table.

  • Value Leakage
  • Thesis Drift
  • Execution Friction
  • AI Liability
  • Insurability Gaps

Engagements across the full deal lifecycle

Pre-LOI
Buy-side technical diligence. Go / No-Go and bid adjustment estimate before the check clears.
Post-Close
A 100-day stabilization. Sequenced gates ensure value-creation spend does not accelerate onto an unsecured foundation.
Hold
Architecture Review Board, AI risk register, cyber risk quantified in EBITDA dollars, vendor management. Volume tiering for multiple portfolio companies.
Pre-Exit
Sell-side Vendor Due Diligence neutralizes price chips. Exit Value Creation drives multiple expansion before the data room opens.
Exit
Exit Readiness packages the technology narrative. Defend the number. Make it bigger. Present it cleanly.
The Logan Ledger | Proprietary governance framework with a tamper-evident audit log
Tasks
398
Tasks
Artifacts
405
Artifacts
Situations
31
Situations
Yrs distilled
36
Yrs distilled

Built to hold up to LP scrutiny, regulatory review, and buy-side diligence.

Front door
$4,500

Asset Review. Five to seven days. Insurability scorecard, top findings ranked by EBITDA impact. Credited to any deeper engagement within 90 days.

Hold-period governance
From $12,500/mo

Portfolio governance. Architecture Review Board, AI risk register, cyber risk in EBITDA dollars, vendor management. Volume tiering available.

Discrete engagements
From $35,000

Per-situation work. Diligence, 100-day stabilization, Vendor Due Diligence, Exit Value Creation, Exit Readiness. Fixed fee against a defined scope of work.

Not a vCIO. Not an MSP. Not a fractional CTO.

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I.

What I Fix

The technical risks that erode private equity returns rarely surface in the data room. They surface six months later, when the 100-day plan stalls, the cyber renewal comes back with an AI exclusion, or the buy-side diligence team finds the open-source contamination the sell-side diligence missed.

I close that gap.

Value Leakage
Hidden factories, manual workflows, ghost seats, vendor bloat.
Thesis Drift
Tech teams chasing projects instead of the Value Creation Plan.
Execution Friction
Broken SDLC, fragile stacks, MSPs selling shelfware.
AI Liability
Uninsurable AI use, no governance, exposure on the balance sheet.
II.

What I Do

The Strategic Compass
Aligns every tech initiative to EBITDA and the exit model.
The Liability Shield
Makes the asset insurable. AI policies, risk register, vendor audits, D&O exposure mitigation.
The Efficiency Engine
RPE uplift, seat-count reduction, workflow automation.
The Vendor Shield
I manage the MSP so you do not have to. They fix tickets. I control spend.
The Diligence Lens
Pre-LOI buy-side technical diligence with bid adjustment estimate, or pre-exit sell-side Vendor Due Diligence with remediation roadmap to neutralize buyer price-chipping.

Schedule a Call

A 15-minute conversation about risks, blind spots, and EBITDA opportunities in your portfolio or target.